Outlook CRM Background
  1. Open Microsoft Outlook with eWay-CRM.
  2.  

  3. Click eWay-CRM Settings in the eWay-CRM ribbon.
  4. eWay-CRM Settings

     

  5. Go to Connection tab. There you can find web service address or you can set new credentials for logging in to new web service if you have those credentials.
  6. Connection Tab

     

  7. If you click OK, Microsoft Outlook will be restarted, if you have changed the web service. After the restart, the data check and synchronization will proceed.

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Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

Marketing

Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table